Peter Cook, Editor
Wow. The Power Connection Digest has been going for a full year! Welcome to Issue #52!
Today’s Digest has a heavy (West) Texas focus. That’s just what the industry focused on this week (Fermi, ERCOT, Permian, etc.). The biggest news is easily that Fermi’s CEO and then their CFO stepped down. Plenty of ERCOT coverage this week as well. Take a look!
And now, the news…
Fermi’s market cap has fallen from nearly $20 billion in October down to $3.4 billion as of Monday, including a nearly 18% dip on the news of the leadership changes.
Read MoreFirm will invest $289m in the project to establish five "owner substations" and develop around 600 acres of land. The total square footage of the new buildings will be 25.9 million sq ft.
Read MoreNice comparison of the various approaches to natural gas deals.
Read MoreHow Crusoe's 'energy-first' strategy is reshaping AI infrastructure.
Read MoreEagleRock Land's $200M IPO turns Permian acreage into data center goldmines. Revenue soared to $73M in 2025. Investors: bet on land beating drills in the AI energy rush.
Read MoreInfrastructure Research provides an interesting solution for those looking for insights on Texas infrastructure based on permits, satellite images, filings, etc. Here Yair Titelboim looks at what some West Texas searches can tell us about what is going on.
Read MorePretty good deep dive by a climate analyst on how and why this deal seems to work.
Read MoreThe Public Utility Commission (PUC) Friday held back on giving the green light to ERCOT's proposals.
Read MoreJason Jennaro takes a look at the results.
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Surging power demand and lengthy grid buildout timelines are tightening power margin outlooks and turning data center developers towards on-site generation.
Read MoreSimply put: It's one thing to generate power, but it's another to get it at the right voltage, in the right place, and be able to distribute it.
Read MoreRising electricity demand and affordability concerns are putting pressure on policymakers to add new generation to an aging, overburdened grid – a challenge compounded by delays in transmission upgrades.
Read MoreSeveral U.S. data centers slated for completion in 2026 are at risk of being delayed as strict schedules encounter regulatory friction, supply chain bottlenecks, and the lack of available utility.
Read MoreCancellations on builds jumped to 25 in 2025 from just six in 2024, according to Baird analyst Justin Hauke, as state governments mull moratoriums.
Read MoreBad policy leads to company moving gas turbines from Illinois to Texas.
Read More
There is a boom of data center development in the Lone Star state and it’s creating concern among rural Texans who fear the large facilities will negatively impact the county’s resources.
Read MoreLocal and state-level opposition is becoming a core variable that shapes whether projects move forward at all, and if they do, on what timeline and under what conditions.
Read MoreDriven by economic growth, data centers and an increasingly urban population, industry leaders in Texas foresee energy demand increasing exponentially over the next decade.
Read MoreOnsite power and natural gas supply, once considered abundant, are now becoming constrained as demand from hyperscaler data centers accelerates faster than the grid can respond by far.
Read MoreOver the coming weeks, the Federal Energy Regulatory Commission will hammer out the details of a proposal that could be a striking assertion of federal power to manage the nation’s rapidly rising electricity demand.
Read MoreLooking to stay connected in the rapidly evolving Permian Basin? Look no further than The Power Connection Digest.
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